See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,384 | $63,346-52.0% | $92,233-67.1% | $70,131-56.7% |
| Participation rate | 43.3% | 68.7%-25.3pp | 76.5%-33.1pp | 69.5%-26.2pp |
| Annual return | 14.75% | 530.12%-515.4pp | 176.28%-161.5pp | 73.14%-58.4pp |
| Employer contribution / active EE | $237 | $2,471-90.4% | $3,679-93.5% | $2,342-89.9% |
| Participant deferral / active EE | $1,639 | $2,854-42.6% | $3,897-57.9% | $3,332-50.8% |
| Admin fee / account holder | $235 | $3,840-93.9% | $5,194-95.5% | $4,645-94.9% |